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CIK: 0002006008
Total reported value
$357.8M
$357.8M
202 檔
21.6%
During the Q2 2026 filing period, Gold Investment Management Ltd. (CIK: 0002006008) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $357.8M across 202 reported positions.
Gold Investment Management Ltd. executed strategic sector rebalancing during Q2 2026, establishing 6 new positions while fully exiting 5 holdings and trimming 61 positions.
Showing top 200 holdings (of 202 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | Stock-Tech | 5.92% | -1.68% | -2.73% | |
| 2 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 5.21% | -0.16% | -1.05% | |
| 3 | TD | Toronto-dominion Bank | Stock-Financials | 3.92% | -0.01% | -0.21% | |
| 4 | BNS | Bank Of Nova Scotia | Stock-Financials | 3.27% | +0.26% | +0.15% | |
| 5 | RY | Royal Bank Of Canada | Stock-Financials | 2.65% | -0.04% | -0.48% | |
| 6 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.58% | -0.84% | +8.03% | |
| 7 | MFC | Manulife Financial CORP | Stock-Financials | 2.26% | +0.19% | -0.09% | |
| 8 | BIP | Brookfield Infrastructure Partners L.P. | Stock-Utilities | 2.11% | +0.02% | +1.81% | |
| 9 | CP | Canadian Pacific Kansas City | Stock-Industrials | 2.10% | +0.05% | +0.57% | |
| 10 | SU | Suncor Energy Inc | Stock-Energy | 2.07% | +0.62% | -5.46% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.04% | +0.90% | +0.31% | |
| 12 | CNI | Canadian Natl Railway Co | Stock-Industrials | 1.83% | +0.07% | +1.01% | |
| 13 | CM | Can Imperial Bk Of Commerce | Stock-Financials | 1.80% | -0.04% | -1.24% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.77% | +0.07% | -0.43% | |
| 15 | BN | Brookfield CORP | Stock-Financials | 1.75% | -0.16% | -0.29% | |
| 16 | LRCX | Lam Research CORP | Stock-Tech | 1.63% | -0.37% | -5.56% | |
| 17 | UNP | Union Pacific CORP | Stock-Industrials | 1.62% | +0.09% | +0.85% | |
| 18 | CSX | Csx CORP | Stock-Industrials | 1.62% | +0.02% | -0.30% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.61% | +0.14% | +10.77% | |
| 20 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 1.48% | -0.05% | +1.12% | |
| 21 | BAC | Bank Of America CORP | Stock-Financials | 1.37% | -0.02% | -0.06% | |
| 22 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.37% | +0.19% | +0.02% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.37% | +0.13% | +0.14% | |
| 24 | CSCO | Cisco Systems Inc | Stock-Tech | 1.34% | -0.10% | -2.91% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.28% | +0.03% | -0.15% | |
| 26 | FTS | Fortis Inc | Stock-Utilities | 1.28% | -0.04% | +0.99% | |
| 27 | WMT | Walmart Inc | Stock-Consumer Staples | 1.26% | -0.04% | +0.83% | |
| 28 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.18% | +0.07% | -2.27% | |
| 29 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.16% | -0.10% | -1.10% | |
| 30 | ENB | Enbridge Inc | Stock-Energy | 1.15% | -0.08% | +0.64% | |
| 31 | SOXX | Ishares Semiconductor ETF | ETF-Other | 1.14% | -0.14% | -2.32% | |
| 32 | BMO | Bank Of Montreal | Stock-Financials | 1.11% | -0.02% | +0.74% | |
| 33 | GD | General Dynamics CORP | Stock-Industrials | 1.06% | +0.06% | -0.30% | |
| 34 | CNQ | Canadian Natural Resources | Stock-Energy | 1.05% | +0.24% | +0.17% | |
| 35 | ASML | ASML Holding N.V. | Stock-Tech | 1.01% | -0.09% | -2.70% | |
| 36 | BEP | Brookfield Renewable Partners L.P. | Stock-Other | 1.01% | -0.14% | +2.31% | |
| 37 | SLF | Sun Life Financial Inc | Stock-Financials | 0.97% | +0.05% | +0.48% | |
| 38 | C | Citigroup Inc | Stock-Financials | 0.97% | -0.05% | +0.02% | |
| 39 | KLAC | Kla CORP | Stock-Tech | 0.96% | -0.33% | +837.20% | |
| 40 | BCE | Bce Inc | Stock-Comm Services | 0.96% | +0.09% | +4.41% | |
| 41 | O | Realty Income CORP | Stock-Real Estate | 0.92% | -0.07% | -2.63% | |
| 42 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.89% | +0.02% | +1.25% | |
| 43 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.88% | +0.03% | -9.62% | |
| 44 | IMO | Imperial Oil LTD | Stock-Energy | 0.86% | +0.12% | -0.50% | |
| 45 | NDAQ | Nasdaq Inc | Stock-Financials | 0.86% | +0.21% | +1.90% | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.85% | +0.07% | -1.62% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.83% | +0.11% | +1.96% | |
| 48 | TM | Toyota Motor CORP -spon Adr | Stock-Consumer Disc | 0.83% | +0.11% | +0.53% | |
| 49 | XLK | Ss Technology Select Sector | ETF-Tech | 0.81% | +0.02% | -2.34% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.78% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials Inc | +2.6% | -2.73% | Trim |
| 2 | TSM | Taiwan Semiconductor-sp Adr | +1% | -1.05% | Trim |
| 3 | LRCX | Lam Research CORP | +0.7% | -5.56% | Trim |
| 4 | TD | Toronto-dominion Bank | +0.5% | -0.21% | Trim |
| 5 | SOXX | Ishares Semiconductor ETF | +0.5% | -2.32% | Trim |
| 6 | AMD | Advanced Micro Devices | +0.4% | -7.47% | Trim |
| 7 | KLAC | Kla CORP | +0.4% | +837.20% | Add |
| 8 | BNS | Bank Of Nova Scotia | +0.3% | +0.15% | Add |
| 9 | CSCO | Cisco Systems Inc | +0.3% | -2.91% | Trim |
| 10 | RY | Royal Bank Of Canada | +0.3% | -0.48% | Trim |
| 11 | ASML | ASML Holding N.V. | +0.2% | -2.70% | Trim |
| 12 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.2% | +1.12% | Add |
| 13 | TSLA | Tesla Inc | +0.2% | +8.03% | Add |
| 14 | XLK | Ss Technology Select Sector | +0.2% | -2.34% | Trim |
| 15 | BMO | Bank Of Montreal | +0.1% | +0.74% | Add |
| 16 | BIP | Brookfield Infrastructure Partners L.P. | +0.1% | +1.81% | Add |
| 17 | ✓ | +0.1% | NEW | New buy | |
| 18 | ✓ | +0.1% | NEW | New buy | |
| 19 | B | Barrick Mining CORP | +0.1% | +0.42% | Add |
| 20 | LLY | Eli Lilly & Co | +0.1% | — | Unchanged |
| 21 | CM | Can Imperial Bk Of Commerce | +0.1% | -1.24% | Trim |
| 22 | SLF | Sun Life Financial Inc | +0.1% | +0.48% | Add |
| 23 | BEN | Franklin Resources Inc | +0.1% | +3.52% | Add |
| 24 | C | Citigroup Inc | +0.1% | +0.02% | Add |
| 25 | MFC | Manulife Financial CORP | +0.1% | -0.09% | Trim |
| 26 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +10.77% | Add |
| 27 | MRVL | Marvell Technology Inc | +0.1% | -22.91% | Trim |
| 28 | CNI | Canadian Natl Railway Co | 0% | +1.01% | Add |
| 29 | GS | Goldman Sachs Group Inc | 0% | -1.10% | Trim |
| 30 | TFII | Tfi International Inc | 0% | — | Unchanged |
| 31 | BAC | Bank Of America CORP | 0% | -0.06% | Trim |
| 32 | GOOG | Alphabet Inc-cl C | 0% | -0.66% | Trim |
| 33 | CSX | Csx CORP | 0% | -0.30% | Trim |
| 34 | AVGO | Broadcom Inc | 0% | -4.44% | Trim |
| 35 | PNC | Pnc Financial Services Group | 0% | +51.54% | Add |
| 36 | MS | Morgan Stanley | 0% | — | Unchanged |
| 37 | ABBV | Abbvie Inc | 0% | -0.57% | Trim |
| 38 | CCK | Crown Holdings Inc | 0% | +6.16% | Add |
| 39 | IEMG | Ishares Core Msci Emerging | 0% | -0.33% | Trim |
| 40 | TER | Teradyne Inc | 0% | -22.43% | Trim |
| 41 | VNQI | Vanguard Glbl Ex-us Real Est | 0% | +7933.33% | Add |
| 42 | IAU | Ishares Gold Trust | 0% | NEW | New buy |
| 43 | TRI | Thomson Reuters CORP | 0% | NEW | New buy |
| 44 | V | Visa Inc-class A Shares | — | +0.02% | Add |
| 45 | AAPL | Apple Inc | — | +0.04% | Add |
| 46 | PSA | Public Storage | — | -3.31% | Trim |
| 47 | WELL | Welltower Inc | — | -1.50% | Trim |
| 48 | GOOGL | Alphabet Inc-cl A | — | — | Unchanged |
| 49 | IJH | Ishares Core S&p Midcap ETF | — | — | Unchanged |
| 50 | VNQ | Vanguard Real Estate ETF | — | +1.23% | Add |
According to official SEC Form 13F filings, Gold Investment Management Ltd. reported a total U.S. public equity portfolio value of $357.8M across 202 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AMAT, TSM, TD) accounted for 21.6% of total reported equity market value during Q2 2026.
Top New Position Initiated
市值: $492.7K
Top Position Liquidated / Trimmed
GRTUF
前期市值: $4.9M
During Q2 2026, Gold Investment Management Ltd.'s top holdings by market value included AMAT (5.9%)、TSM (5.2%)、TD (3.9%). The largest single position, AMAT, represented 5.9% of total portfolio value.
In Q2 2026, Gold Investment Management Ltd. made 130 total portfolio adjustments, initiating 6 new buys, adding to 58 positions, trimming 61 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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